Burt Wealth Advisors’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $394K | Hold |
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|
2025
Q1 | $370K | Buy |
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|
2024
Q4 | $281K | Sell |
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|
2024
Q3 | $384K | Hold |
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|
2024
Q2 | $317K | Sell |
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|
2024
Q1 | $474K | Buy |
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|
2023
Q4 | $286K | Hold |
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|
2023
Q3 | $212K | Hold |
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|
2023
Q2 | $272K | Hold |
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|
2023
Q1 | $234K | Hold |
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|
2022
Q4 | $225K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $247K | Hold |
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|
2021
Q4 | $305K | Hold |
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|
2021
Q3 | $264K | Hold |
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|
2021
Q2 | $250K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $201K | Hold |
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|
2020
Q3 | $164K | Sell |
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|
2020
Q2 | $211K | Hold |
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|
2020
Q1 | $147K | Hold |
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|
2019
Q4 | $172K | Sell |
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|
2019
Q3 | $188K | Hold |
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|
2019
Q2 | $181K | Hold |
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|
2019
Q1 | $159K | Hold |
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|
2018
Q4 | $125K | Hold |
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|
2018
Q3 | $175K | Hold |
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|
2018
Q2 | $168K | Hold |
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|
2018
Q1 | $158K | Hold |
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|
2017
Q4 | $158K | Sell |
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|
2017
Q3 | $144K | Sell |
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|
2017
Q2 | $264K | Hold |
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|
2017
Q1 | $263K | Hold |
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|
2016
Q4 | $228K | Hold |
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|
2016
Q3 | $259K | Hold |
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|
2016
Q2 | $247K | Hold |
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|
2016
Q1 | $220K | Hold |
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|
2015
Q4 | $214K | Hold |
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|
2015
Q3 | $187K | Hold |
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|
2015
Q2 | $186K | Hold |
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|
2015
Q1 | $179K | Hold |
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|
2014
Q4 | $156K | Buy |
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